NORMAN E ALEXANDER FAMILY M FOUNDATION INC: Form 990PF, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- NORMAN E ALEXANDER FAMILY M FOUNDATION INC (EIN 26-4413461)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-04
- IRS object ID
- 202013099349100206
- Schema version
- 2019v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Schedule B
- All Oth Prog Rltd Investments Sch
- Depreciation Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Other Schedule2
- Legal Fees Schedule
- Other Expenses Schedule
- Other Income Schedule2
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-11-04T09:13:28-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 757 THIRD AVENUE 3RD FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 100172013 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264413461 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Norman E Alexander Family M Foundation Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % NANCY CAUTILLO | InCareOfNm |
| Business Name Control | NORM | BusinessNameControlTxt |
| Phone | 2126610078 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 Park Avenue Suite 1530 | AddressLine1Txt |
| City | New York | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARK ALEXANDER | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 2129490990 | PhoneNum |
| Signature | 2020-11-04 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | CURTIS YOUNG | PreparerPersonNm |
| PTIN | P01533495 | PTIN |
| Phone | 2125990100 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 69.119.144.65 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 26377520203095000000 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2020-11-04 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | A87539D75D44546F9E81755E19BD8DC508F41D5E | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | A87539D75D44546F9E81755E19BD8DC508F41D5E | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $17,424,063 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contri Rcvd Rev And Expnss | $9,221,300 | ContriRcvdRevAndExpnssAmt |
| Interest On Sav Rev And Expnss | $3,981 | InterestOnSavRevAndExpnssAmt |
| Interest On Sav Net Invst Incm | $3,981 | InterestOnSavNetInvstIncmAmt |
| Dividends Rev And Expnss | $286,303 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $285,628 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $30,651 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $1,487,254 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $30,651 | CapGainNetIncmNetInvstIncmAmt |
| Other Income Rev And Expnss | $419 | OtherIncomeRevAndExpnssAmt |
| Other Income Net Invst Incm | $419 | OtherIncomeNetInvstIncmAmt |
| Other Income Adj Net Incm | $0 | OtherIncomeAdjNetIncmAmt |
| Total Rev And Expnss | $9,542,654 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $320,679 | TotalNetInvstIncmAmt |
| Total Adj Net Incm | $0 | TotalAdjNetIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Legal Fees Rev And Expnss | $22,221 | LegalFeesRevAndExpnssAmt |
| Legal Fees Net Invst Incm | $2,222 | LegalFeesNetInvstIncmAmt |
| Legal Fees Adj Net Incm | $0 | LegalFeesAdjNetIncmAmt |
| Legal Fees Dsbrs Chrtbl | $19,999 | LegalFeesDsbrsChrtblAmt |
| Other Prof Fees Rev And Expnss | $36,914 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $36,914 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Adj Net Incm | $0 | OtherProfFeesAdjNetIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $5,000 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Adj Net Incm | $0 | TaxesAdjNetIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Trav Conf Meeting Rev And Expnss | $584 | TravConfMeetingRevAndExpnssAmt |
| Trav Conf Meeting Dsbrs Chrtbl | $584 | TravConfMeetingDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $250 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $0 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Adj Net Incm | $0 | OtherExpensesAdjNetIncmAmt |
| Other Expenses Dsbrs Chrtbl | $250 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $64,969 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $39,136 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Adj Net Incm | $0 | TotOprExpensesAdjNetIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $20,833 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $1,510,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $1,510,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $1,574,969 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $39,136 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Adj Net Incm | $0 | TotalExpensesAdjNetIncmAmt |
| Total Expenses Dsbrs Chrtbl | $1,530,833 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $7,967,685 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $281,543 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sav And Temp Cash Invst BOY | $482,150 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $2,297,657 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $2,297,657 | SavAndTempCashInvstEOYFMVAmt |
| Corporate Stock BOY | $4,027,775 | CorporateStockBOYAmt |
| Corporate Stock EOY | $7,632,841 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $9,234,350 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $3,124,160 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $5,618,869 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $5,661,897 | CorporateBondsEOYFMVAmt |
| Other Investments BOY | $175,369 | OtherInvestmentsBOYAmt |
| Other Investments EOY | $227,772 | OtherInvestmentsEOYAmt |
| Other Investments EOYFMV | $230,159 | OtherInvestmentsEOYFMVAmt |
| Total Assets BOY | $7,809,454 | TotalAssetsBOYAmt |
| Total Assets EOY | $15,777,139 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $17,424,063 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $7,809,454 | CapitalStockBOYAmt |
| Capital Stock EOY | $15,777,139 | CapitalStockEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $7,809,454 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $15,777,139 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $7,809,454 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $15,777,139 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $7,809,454 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $7,967,685 | ExcessRevenueOverExpensesAmt |
| Subtotal | $15,777,139 | SubtotalAmt |
| Tot Net Ast Or Fund Balances EOY | $15,777,139 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (2 entries)
| PropertyPropertyDesc | How AcquiredHowAcquiredCd | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|---|
| SHORT-TERM PUBLICLY TRADED SECURITIES | P | $530,639 | $527,980 | $2,659 | $2,659 |
| LONG-TERM PUBLICLY TRADED SECURITIES | P | $943,001 | $928,623 | $14,378 | $14,378 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $30,651 | CapitalGainNetIncomeAmt |
Qlfy Und Sect4940e Reduced Tax QlfyUndSect4940eReducedTaxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Liable Section4942 Tax | false | LiableSection4942TaxInd |
| Adjusted Qlfy Distri Yr1 | $1,307,715 | AdjustedQlfyDistriYr1Amt |
| Net Vl Noncharitable Assets Yr1 | $8,841,497 | NetVlNoncharitableAssetsYr1Amt |
| Distribution Yr1 | 0.147907 | DistributionYr1Rt |
| Adjusted Qlfy Distri Yr2 | $1,294,867 | AdjustedQlfyDistriYr2Amt |
| Net Vl Noncharitable Assets Yr2 | $10,406,583 | NetVlNoncharitableAssetsYr2Amt |
| Distribution Yr2 | 0.124428 | DistributionYr2Rt |
| Adjusted Qlfy Distri Yr3 | $336,139 | AdjustedQlfyDistriYr3Amt |
| Net Vl Noncharitable Assets Yr3 | $7,847,376 | NetVlNoncharitableAssetsYr3Amt |
| Distribution Yr3 | 0.042835 | DistributionYr3Rt |
| Adjusted Qlfy Distri Yr4 | $420,801 | AdjustedQlfyDistriYr4Amt |
| Net Vl Noncharitable Assets Yr4 | $7,086,093 | NetVlNoncharitableAssetsYr4Amt |
| Distribution Yr4 | 0.059384 | DistributionYr4Rt |
| Adjusted Qlfy Distri Yr5 | $401,354 | AdjustedQlfyDistriYr5Amt |
| Net Vl Noncharitable Assets Yr5 | $7,308,622 | NetVlNoncharitableAssetsYr5Amt |
| Distribution Yr5 | 0.054915 | DistributionYr5Rt |
| Total Distribution | 0.429469 | TotalDistributionRt |
| Average Distribution | 0.085894 | AverageDistributionRt |
| Net Vl Noncharitable Assets | $10,930,917 | NetVlNoncharitableAssetsAmt |
| Adj Net Vl Noncharitable Assets | $938,900 | AdjNetVlNoncharitableAssetsAmt |
| Net Investment Income Pct | $2,815 | NetInvestmentIncomePctAmt |
| Adj Nonchrtbl Net Invst Incm Pct | $941,715 | AdjNonchrtblNetInvstIncmPctAmt |
| Qualifying Distributions | $1,530,833 | QualifyingDistributionsAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Domestic Org Meeting Sect4940e | Yes (X) | DomesticOrgMeetingSect4940eInd |
| Investment Income Excise Tax | $2,815 | InvestmentIncomeExciseTaxAmt |
| Subtotal | $2,815 | SubtotalAmt |
| Tax Based On Investment Income | $2,815 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $9,123 | EstimatedPlusOvpmtIncmTxAmt |
| Extsn Request Income Tax Paid | $5,000 | ExtsnRequestIncomeTaxPaidAmt |
| Total Payments And Credits | $14,123 | TotalPaymentsAndCreditsAmt |
| Overpayment | $11,308 | OverpaymentAmt |
| Applied To ES Tax | $11,308 | AppliedToESTaxAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | false | LegislativePoliticalActyInd |
| More Than100 Spent | false | MoreThan100SpentInd |
| Form1120 POL Filed | false | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | false | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (true) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (true) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (true) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | false | PrivateOperatingFoundationInd |
| New Substantial Contributors | false | NewSubstantialContributorsInd |
| Own Controlled Entity | false | OwnControlledEntityInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (true) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
Persons With Books Name PersonsWithBooksName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NANCY CAUTILLO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2126610078 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 PARK AVENUE SUITE 1530 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | false | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | false | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | false | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | false | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | false | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | false | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | false | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | false | UncorrectedPriorActsInd |
| Undistributed Income PY | false | UndistributedIncomePYInd |
| Undistr Incm Sect4942a2 Not App | false | UndistrIncmSect4942a2NotAppInd |
| Business Holdings | false | BusinessHoldingsInd |
| Jeopardy Investments | false | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | false | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | false | InfluenceLegislationInd |
| Influence Election | false | InfluenceElectionInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Noncharitable Purpose | false | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|---|
| MARK ALEXANDER | |||||||||
| 99 PARK AVENUE | SUITE 1530 | NEW YORK | NY | 10016 | Director/President/treasurer | 3.0 | $0 | $0 | $0 |
| DANIEL BINDERMAN | |||||||||
| 99 PARK AVENUE | SUITE 1530 | NEW YORK | NY | 10016 | DIRECTOR/VP/SECRETARY | 3.0 | $0 | $0 | $0 |
| NANCY CAUTILLO | |||||||||
| 99 PARK AVENUE | SUITE 1530 | NEW YORK | NY | 10016 | ASSISTANT SECRETARY | 2.0 | $0 | $0 | $0 |
| Rachel Zoffness | |||||||||
| 99 PARK AVENUE | SUITE 1530 | New York | NY | 10016 | Director/VP | 3.0 | $0 | $0 | $0 |
Summary Of Direct Chrtbl Acty SummaryOfDirectChrtblActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | N/A | Description1Txt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description1 | NONE | Description1Txt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $9,784,184 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,135,996 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $177,198 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $11,097,378 | TotalFMVOfUnusedAssetsAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $11,097,378 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $166,461 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $10,930,917 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $546,546 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $546,546 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $2,815 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $2,815 | TotalTaxAmt |
| Distributable Before Adj | $543,731 | DistributableBeforeAdjAmt |
| Distributable Before Ded | $543,731 | DistributableBeforeDedAmt |
| Distributable As Adjusted | $543,731 | DistributableAsAdjustedAmt |
Qualifying Distri Part XII QualifyingDistriPartXIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $1,530,833 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Charitable Assets Acquis Paid | $0 | CharitableAssetsAcquisPaidAmt |
| Set Aside Suitability Test | $0 | SetAsideSuitabilityTestAmt |
| Set Aside Cash Distri Test | $0 | SetAsideCashDistriTestAmt |
| Qualifying Distributions | $1,530,833 | QualifyingDistributionsAmt |
| Pct Sect4940e Org Net Invst Incm | $2,815 | PctSect4940eOrgNetInvstIncmAmt |
| Adjusted Qualifying Distri | $1,528,018 | AdjustedQualifyingDistriAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $543,731 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $0 | UndistributedIncomePYAmt |
| Prior Year1 | 2017 | PriorYear1Yr |
| Prior Year2 | 2016 | PriorYear2Yr |
| Prior Year3 | 2015 | PriorYear3Yr |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Excess Distribution Cyov Yr3 | $0 | ExcessDistributionCyovYr3Amt |
| Excess Distribution Cyov Yr2 | $604,706 | ExcessDistributionCyovYr2Amt |
| Excess Distribution Cyov Yr1 | $872,880 | ExcessDistributionCyovYr1Amt |
| Total Excess Distribution Cyov | $1,477,586 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $1,530,833 | QualifyingDistributionsAmt |
| Applied To Year1 | $0 | AppliedToYear1Amt |
| Applied To Current Year | $543,731 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $987,102 | RemainingDistriFromCorpusAmt |
| Total Corpus | $2,464,688 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $0 | UndistributedIncomeCYAmt |
| Excess Distri Cyov To Next Yr | $2,464,688 | ExcessDistriCyovToNextYrAmt |
| Excess From Year3 | $0 | ExcessFromYear3Amt |
| Excess From Year2 | $604,706 | ExcessFromYear2Amt |
| Excess From Year1 | $872,880 | ExcessFromYear1Amt |
| Excess From Current Year | $987,102 | ExcessFromCurrentYearAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Private Operating Foundations | PrivateOperatingFoundationsGrp |
Supplementary Information SupplementaryInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributing Manager | NA | ContributingManagerNm |
| Shareholder Manager | NA | ShareholderManagerNm |
| Only Contri To Preselected | Yes (X) | OnlyContriToPreselectedInd |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (11 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusTxt | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| FRIENDS OF ISRAEL DEFENSE FORCES | ||||||||
| 60 east 42nd street | NEW YORK | NY | 10165 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $100,000 | |
| AMERICAN COMMITTEE FOR THE WEIZMANN INSTITUTE | ||||||||
| OF SCIENCE | NEW YORK | NY | 10017 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $1,000,000 | 633 THIRD AVE |
| HIAS INC | ||||||||
| 411 FIFTH AVENUE SUITE 1006 | NEW YORK | NY | 10016 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $10,000 | |
| MUSICARES FOUNDATION INC | ||||||||
| 104 west 40th st ste 400 | new york | NY | 10036 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $5,000 | |
| JAZZ FOUNDATION OF AMERICA | ||||||||
| 247 West 37th Street Suite 201 | NEW YORK | NY | 10018 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $5,000 | |
| AMERICARES FOUNDATION | ||||||||
| 88 HAMILTON AVENUE | STAMFORD | CT | 06902 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $150,000 | |
| ANTI-DEFAMATION LEAGUE | ||||||||
| 605 THIRD AVENUE | NEW YORK | NY | 10158 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $20,000 | |
| BOSTON CHILDREN'S HOSPITAL | ||||||||
| 300 LONGWOOD AVE BADER 3RD FL | BOSTON | MA | 02115 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $20,000 | |
| US HOLOCAUST MEMORIAL MUSEUM | ||||||||
| 60 East 42nd Street Suite 1000 | New York | NY | 10165 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $100,000 | |
| The Kitchen-Slow Down Jew Up | ||||||||
| 600 Montgomery Street | San Francisco | CA | 94111 | NO RELATIONSHIP | PC | GENERAL SUPPORT | $50,000 | |
| American Forests | ||||||||
| 1220 L Street NM Suite 750 | Washington | DC | 20005 | no relationship | PC | GENERAL SUPPORT | $50,000 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $1,510,000 | TotalGrantOrContriPdDurYrAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fees Contracts From Govt Ag | FeesContractsFromGovtAgGrp | |
| Membership Dues And Assmnt | MembershipDuesAndAssmntGrp |
Int On Sav And Temp Cash Invst IntOnSavAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $3,981 | ExclusionAmt |
Div And Int From Sec Part VII DivAndIntFromSecPartVIIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $286,303 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Rntl Incm Re Debt Fincd Prop | NetRntlIncmReDebtFincdPropGrp | |
| Net Rntl Incm Re Not Debt Fincd Prop | NetRntlIncmReNotDebtFincdProp | |
| Net Rental Income Personal Prop | NetRentalIncomePersonalPropGrp | |
| Other Investment Incm Part VII | OtherInvestmentIncmPartVIIGrp |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $30,651 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Net Income Loss From Special Evt | NetIncomeLossFromSpecialEvtGrp | |
| Gross Profit Loss Sls Of Invntry | GrossProfitLossSlsOfInvntryGrp |
Other Revenue Described OtherRevenueDescribedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRUST K-1 INCOME | Desc |
| Exclusion | 01 | ExclusionCd |
| Exclusion | $419 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | $321,354 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $321,354 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | false | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | false | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | false | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | false | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | false | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | false | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | false | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | false | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | false | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | false | RelationshipsNonchrtblEOInd |
Schedule B IRS990ScheduleB
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| General Rule | Yes (X) | GeneralRuleInd |
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | 1 | ContributorNum |
| Contributor Person | CLAT UWO NORMAN E ALEXANDER | ContributorPersonNm |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 99 PARK AVENUE 1530 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | $9,221,300 | TotalContributionsAmt |
| Person Contribution | Yes (X) | PersonContributionInd |
All Oth Prog Rltd Investments Sch AllOthProgRltdInvestmentsSch
All Other Program Related Invst AllOtherProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NONE | Desc |
Depreciation Schedule DepreciationSchedule
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Bond | CORPORATE BONDS | BondNm |
| EOY Book Value | $5,618,869 | EOYBookValueAmt |
| EOYFMV | $5,661,897 | EOYFMVAmt |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Stock | PUBLICLY TRADED SECURITIES | StockNm |
| EOY Book Value | $7,632,841 | EOYBookValueAmt |
| EOYFMV | $9,234,350 | EOYFMVAmt |
Investments Other Schedule2 InvestmentsOtherSchedule2
Investments Other InvestmentsOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category Or Item | ALTERNATIVE INVESTMENTS | CategoryOrItemTxt |
| Book Value | $227,772 | BookValueAmt |
| EOYFMV | $230,159 | EOYFMVAmt |
Legal Fees Schedule LegalFeesSchedule
Legal Fees LegalFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | LEGAL FEES | CategoryTxt |
| Legal Fees | $22,221 | LegalFeesAmt |
| Net Investment Income | $2,222 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $19,999 | DisbursementsCharitablePrpsAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | NYS FILING FEE | Desc |
| Revenue And Expenses Per Books | $250 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $250 | DisbursementsCharitablePrpsAmt |
Other Income Schedule2 OtherIncomeSchedule2
Other Income Detail OtherIncomeDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRUST K-1 INCOME | Desc |
| Revenue And Expenses Per Books | $419 | RevenueAndExpensesPerBooksAmt |
| Net Investment Income | $419 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT/ADVISORY FEES | CategoryTxt |
| Amt | $36,914 | Amt |
| Net Investment Income | $36,914 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | FEDERAL EXCISE TAX PAID | CategoryTxt |
| Amt | $5,000 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Adjusted Net Income | $0 | AdjustedNetIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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